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Ashton Thomas Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ashton Thomas Private Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Buy
73,187
+4,614
+7% +$152K 0.06% 328
2026
Q1 		$1.99M Buy
68,573
+388
+0.6% +$11.6K 0.05% 365
2025
Q4 		$1.94M Buy
68,185
+778
+1% +$22K 0.05% 331
2025
Q3 		$1.88M Sell
67,407
-1,678
-2% -$44.9K 0.05% 339
2025
Q2 		$1.75M Buy
69,085
+552
+0.8% +$13.1K 0.06% 303
2025
Q1 		$1.61M Buy
68,533
+2,262
+3% +$57.7K 0.06% 293
2024
Q4 		$1.71M Buy
+66,271
New +$1.76M 0.07% 299
2024
Q3 		– Sell
-4,126
Closed -$97.9K – 1596
2024
Q2 		$97.9K Buy
+4,126
New +$97.8K 0.01% 755
2022
Q2 		– Sell
-10,294
Closed -$244K – 476
2022
Q1 		$244K Sell
10,294
-134
-1% -$3.16K 0.02% 436
2021
Q4 		$267K Buy
10,428
+2,084
+25% +$53.9K 0.03% 404
2021
Q3 		$209K Buy
8,344
+264
+3% +$6.7K 0.03% 349
2021
Q2 		$210K Buy
+8,080
New +$207K 0.03% 319
2020
Q1 		– Sell
-24,752
Closed -$468K – 241
2019
Q4 		$468K Buy
24,752
+4,644
+23% +$84K 0.15% 144
2019
Q3 		$351K Sell
20,108
-2,736
-12% -$48.3K 0.15% 133
2019
Q2 		$408K Buy
22,844
+960
+4% +$17K 0.16% 119
2019
Q1 		$383K Buy
+21,884
New +$374K 0.16% 119

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ashton Thomas Private Wealth's SCHA Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.7% in Q2 2026, buying an estimated $152K and bringing the position to 73,187 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #328.

Ashton Thomas Private Wealth first reported a position in SCHA in Q1 2019 and has held it in 16 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Ashton Thomas Private Wealth held 73,187 shares of Schwab U.S Small- Cap ETF worth $2.64M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 4,614 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $152K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #328 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 16 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.